Advanced bookmarks

Let's explore some more advanced options for bookmarks by following these steps:

  1. Make sure that you are on the Details page with the Bookmarks pane visible.
  2. In the Bookmarks pane, click the ellipsis (...) next to the Default Details bookmark and uncheck Current Page.
  3. Now, switch to Page 3 and use Drillthrough in the Hours by Division visualization to Drillthrough to the Details page from 3001 Management.
  1. Click back onto Page 3 and select the Default Details bookmark from the Bookmarks pane. You will no longer be transported to the Details page. However, if you click on the Details page, the page has been reset to remove the Drillthrough filters.
  2. Click on the ellipsis (...) for our Default Details bookmark and recheck Current Page.
  3. Now, click on the ellipsis (...) for the Hours by Location visualization and choose Spotlight. Note that the other visualizations fade into the background.
  4. Add a new bookmark and call it Details Spotlight.
  5. Click on the ellipsis (...) for Details Spotlight and uncheck Data.
  6. Switch to Page 3 and Drillthrough to Details for 3001 Management in our Hours by Division visualization once more.
  7. Note that our Spotlight is gone.
  8. Click on the Details Spotlight bookmark. Note that the data stays the same; the Drillthrough filters haven't been removed, but our Spotlight returns for our Hours by Location visualization.

As you can see, the report author has a measure of control over what state a bookmark preserves. Let's create some additional bookmarks, this time using the Selection Pane:

  1. First, reset the Details page by clicking on the Default Details bookmark.
  2. To activate the Selection pane, click on the View tab in the ribbon and in the Show section, choose Selection pane. The SELECTION pane appears to the left of the BOOKMARKS pane, as shown in the following screenshot:

Figure 7 – Selection and Bookmarks panes

The SELECTION pane lists all of the visualizations and shapes on our report page:

  • Card refers to our Card visualization in the upper-right of our page.
  • Shape refers to our back button.
  • Hours by Location and Hours by Division refer to the respective visuals with the same names.
  • Matrix refers to our Matrix visualization.

To understand how to use the Selection pane, do the following:

  1. In the Hide column, note the eyeball icons.
  2. Click on the eyeball icon for Hours by Location. Note that the Hours by Location visualization disappears from the page and that there is now a slash through our eyeball icon.
  3. Hide the Hours by Division visual as well.
  4. Now, use Add in the BOOKMARKS pane to add a bookmark called Default One.
  5. Click on the Default One bookmark and drag and drop it above Details Spotlight but below Default Details.
  6. Click on the eyeball icon next to Hours by Division to show this visual on the page once more.
  7. Add another bookmark called Default Two and drag and drop this visual underneath Default One.
  8. Now, show the Hours by Location visual by selecting the eyeball icon in the Selections pane.
  9. Create another bookmark, Default Three, and drag and drop this bookmark below Default Two. Your bookmarks should now be ordered like so:
    • Default Details
    • Default One
    • Default Two
    • Default Three
    • Details Spotlight
  1. In the Bookmarks pane, select View. Note that, at the bottom of the page, a gray bar appears that reads Bookmark 1 of 5 on the left-hand side and shows Default Details in the middle and three icons on the right.
  2. Use the right-pointing Next icon to switch to the next bookmark in the list, that is, Default One.
  1. Repeat this procedure to page through all of the bookmarks that we've created.
  2. Click on the X in the bookmarks bar or Exit in the Bookmarks pane to exit this slideshow of bookmarks.
  3. Reset the Details page by clicking on the Default Details bookmark.
  4. Close the Selection and Bookmarks panes by clicking on the X icon in their headers or using the View tab of the ribbon and unchecking the boxes. 

You now have a good understanding of how to utilize bookmarks to structure a conversation about a report.

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